Position in CDNA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,246
-$703 QoQ
Shares Held
475
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNA Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026HighMark Wealth Management LLC holds $6,490,037 across 9 Diagnostics & Research names. CDNA ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEO |
Neogenomics Inc
|
579,834 | $4,302,368 | |
| 2 | TWST |
Twist Bioscience Corp
|
39,290 | $1,867,060 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
199 | $111,816 | |
| 4 | DHR |
Danaher Corp /De/
|
560 | $106,176 | |
| 5 | GH |
Guardant Health, Inc.
|
550 | $50,803 | |
| 6 | TMO |
Thermo Fisher Scientific Inc.
|
75 | $36,864 | |
| 7 | CDNA |
CareDx, Inc.
This page
|
475 | $8,246 | |
| 8 | A |
Agilent Technologies, Inc.
|
58 | $6,610 |
All Filings in CDNA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,246 | 475 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,949 | 475 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,906 | 475 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,281 | 475 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,431 | 475 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,169 | 475 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,831 | 475 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,376 | 475 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,030 | 475 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,700 | 475 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,325 | 475 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $216,537 | 25,475 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $232,841 | 25,475 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $290,669 | 25,475 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $452,306 | 26,575 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $570,831 | 26,575 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $983,009 | 26,575 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,208,631 | 26,575 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,712,447 | 27,023 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,467,562 | 26,962 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,840,132 | 27,025 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,997,881 | 27,576 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,227,662 | 32,358 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $585,409 | 16,523 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||